1126 results found
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key number
Adding key numbers into work orders automatically
1 vote -
Landlord received monthly statement regardless they receive money or not
Landlord received monthly statement regardless they receive money or not. All owners expect statement at the end of the month, specially if they dont receive anything, they need to know why they dont receive anything.
2 votes -
Tenant & Creditor Invoice Notes displayed in Invoice Genius
It would be great to have any Tenant & Creditor Invoicing Notes to be displayed in Invoice Genius.
2 votes -
Trading Name field
Trading Name field under Tenancy Name
4 votes -
WorkFlow Visibility
When a workflow has been added to a tenancy, property or ownership having the visibility seen in direct sight rather then going,
- tenancy, property, ownership
- task
- workflowSeems like when you create one they are just sitting there in the back end of PT with lots of clicks just to find one.
2 votes -
Merge field for Original Lease Start date
Can we have a merge field for Original Lease Start date -this is needed for renewal documents and Rent increase notices and has to be manually entered at the moment.
2 votes -
The ability to generate separate credits for Commercial Tenants
Can we have the option to create multiple credits against a tenant? Only 1 credit can be created for future invoices at the moment which is tricky when it might apply to several different types of charges - ie Rent, Rates ,Insurance. The ability to recoup this from future ownership funds to refund to the tenant rather than have to process the refund as a creditor payment would also be better.
6 votes -
Hold funds to be allocated to nomitated creditors
e.g. If a rent is $1000pw we should be able to hold $200 (or 20%) for Council, then $250 (or 25%) to Strata, $100 (or 10%) to Water etc. or the named creditor the balance or % to the owner at the end of the month so when it comes time for invoice processing there will always be funds
2 votes -
forward communication for follow up
Create a forward or follow up button for communication within owner or tenant profile.
1 vote -
Add a menu item to the ownership to create the Income and Expenditure statement
An Income & Expenditure statement should be able to be created directly through the Ownership profile.
10 votes -
Find Notes Report Should Not Always Include Archived Properties
When you run a find notes report, this also brings up the notes for that category for all archived properties too. We should be able to print a report just with the notes for this category for active listings only please (toggle for include archived). Thank you
1 vote -
More Info in Property Details
We need more information in the Property Details section:
- a section to enter the location of the car space(s)
- a field for number of storage cages and their location
- tick boxes for whether property has embedded electricity, gas, hot water, internet etc.
- a section for material facts6 votes -
EOFY reports Agents/team
Business Owners/Team Leaders should be able to generate a EOFY Report, with month to month data.
This would be similar to the Statistics Report & would include complete Financial Year stats for either individual staff/team/portfolio/office.
This would generate - where they started the year>finished to be used for KPIs, portfolio health check, growth trajectory etc.
1 vote -
Display Property Address in Task/Workflow Notifications
Currently, property address is only displayed when task is created under a property profile. I’d like to suggest including the property address in task notifications when tasks are created under owner or tenant cards too. This would make it much easier to quickly identify which property each task relates to.
2 votes -
Ability to bill an invoice to two different properties
When filing water bills in invoice genius, it would be great to have the ability to bill two properties when there is two meter readings. Instead of having to go to the tenant profile and manually create invoice.
1 vote -
For the pet details to be included on the inspection report tasmania
New Pet Section: Included on the inspection report to indicate whether a pet is present at the property, allowing inspection managers to be informed prior to attending.
1 vote -
Expand email screen size
Requesting the ability to increase the size of the email template screen (similar to this option which is available in Notes by dragging down the triangle/dashes in the bottom right hand corner)
Driving me mad not being able to see the entirety of my email when composing.
THANKS :)
4 votes -
Remove withheld funds when disbursing ownership
Would love the ability to be able to be able to remove / cancel any withheld funds no longer required in an ownership account when completing a bulk disbursement via "Pay Ownership" rather than having to go into individual ownership profiles to remove it.
2 votes -
Agency Statement emailed out as a PDF after Pay Agency has been completed
Agency Statement emailed out as a PDF after Pay Agency has been completed
7 votes -
Creating a merge link that shows only overdue invoices.
Create a merge link that pulls only invoices in arrears, the current link "Tenancy_OutstandingInvoices" pulls amounts for all invoices, whether overdue or not.
16 votes
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